Fact Sheet

Applies to:
SAP CRM System 6.0/7.0. For more information, visit the Customer Relationship Management homepage

Summary
This article explains how to customize the Fact Sheet for different business roles.

Author: Harpreet Singh

Company: L&T Infotech
Created on: 02 August 2010

Author Bio
Harpreet Singh has been working with L&T Infotech for last 3 years as SAP CRM Consultant.

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 Fact Sheet

Table of Contents
Introduction ......................................................................................................................................................... 3
Customizing Fact Sheet:..................................................................................................................................... 4
Fact Sheet Access for Custom Business Roles: ............................................................................................ 4
Customizing Standard Fact Sheet ‘BP_ACCOUNT_FS’ for different Business Roles: .................................. 5
Adding Custom Views to the Fact Sheet: ....................................................................................................... 7
Related Content ................................................................................................................................................ 10
Disclaimer and Liability Notice .......................................................................................................................... 11

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 Fact Sheet

Introduction
Factsheet provides you the immediate access to key information about your customers. This information
could be Business Partner CRM Master Data, Transactional CRM Data, BI Report and ECC Data. Fact
Sheet helps you to quickly retrieve the information about the customers before interacting with them to better
handle customer queries.
Fact Sheet can be accessed via Account Overview as shown below. Two types of factsheet are possible:
Online Version and PDF Version.

Online Fact Sheet can be configured in form of different assignment blocks containing data from different
sources like SAP CRM, SAP ECC and BI. While PDF Factsheet can contain data only from SAP CRM and
SAP ECC.

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Customizing Fact Sheet:

Fact Sheet buttons are by default visible for standard business roles like ‘SALESPRO’. Standard Account
Fact Sheet is ‘BP_ACCOUNT_FS’ that can be accessed using standard SAP business roles. Custom
business roles can also be configured to allow standard Fact Sheet access.

Fact Sheet Access for Custom Business Roles:

Maintain the View Cluster ‘CRMVC_BUIL_PRT’ for the Custom SAP Role attached to Custom Business Role
for which standard Fact Sheet access to be granted. This can be done by copying the standard SAP Role
‘SAP_CRM_UIU_SLS_PROFESSIONAL’ while creating new SAP Role. We need to copy the print object as
well as related objects as shown below.

After maintaining the view cluster ‘CRMVC_BUIL_PRT’ for the custom SAP Role, you can see the Fact Sheet
buttons in the account overview. These Fact Sheet buttons will point to standard Fact Sheet
‘BP_ACCOUNT_FS’

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 Fact Sheet

Customizing Standard Fact Sheet ‘BP_ACCOUNT_FS’ for different Business Roles:

Steps:
 Create new Role Configuration Key in the SPRO at location shown below.

 Assign this new Role Configuration Keys to different business roles in SPRO as shown below. In this
case, Role Configuration Key ‘ZCNFG6’ has been assigned to Business Role ‘ZSALESPRO’.

 Open the CRM Web UI Component ‘BSP_DLC_FS’ to configure the factsheet for different Business
Roles in BSP WD Workbench (Transaction Code: BSP_WD_CMPWB).
 Click on the Configuration tab for the view ‘Factsheet’.
 Select the Standard Fact Sheet ‘BP_ACCOUNT_FS’ from the drop down and press search button.
 It will display all the configurations maintained for the Fact Sheet ‘BP_ACCOUNT_FS’. If there are no
custom configuration maintained, system will display only the default configuration maintained for
default configuration key as shown below.

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 Fact Sheet

 Maintain the different configurations for the Fact Sheet ‘BP_ACCOUNT_FS’ based on different Role
Configuration Keys for different Business Roles. During new configuration creation, system will ask
for Page Type and Layout. Select the views from the available views to be displayed in the Fact
Sheet as shown below.

Note: When user will login to CRM WEB UI, correct Fact Sheet will be launched based on the Business Role (Role
Configuration Key) attached to the user. If there is no factsheet maintained for the particular Role Configuration
Key, default Fact Sheet will be launched.

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 Fact Sheet

Adding Custom Views to the Fact Sheet:

Custom views can be added to the Standard Fact Sheet ‘BP_ACCOUNT_FS’ to display the custom data.
Steps:
 Create a new view to be displayed in the Fact Sheet inside the new or existing component.
 Create empty Input Plug ‘DEFAULT’ for the MainWindow to which new view is assigned.

 Create Input Plug ‘DEFAULT’ for the newly created view. Inside the plug method, data about the
Business Partner can be read through collection ‘IV_COLLECTION’, based on this other related data
can be read about the business partner to be displayed in the Fact Sheet.

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 Fact Sheet

Sample Code to read Business Partner from collection:

 Build view logic for the fields to be displayed in the Fact Sheet.
 Create the Interface view for the ‘MainWindow’.
 Now add the newly created view to the standard Fact Sheet ‘BP_ACCOUNT_FS’ through ‘Maintain Fact
Sheet’ in SPRO.

 Select the standard Fact Sheet ‘BP_ACCOUNT_FS’ and click on the ‘Views Assignment’ on the left
hand side navigation window.
 Click on the ‘New Entries’ button and add the details about the new component as shown below.

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 Fact Sheet

 Now we can see the custom view under the ‘Available Fact Sheet Views’ for the standard Fact Sheet
‘BP_ACCOUNT_FS’.


Add this custom view to the ‘Assigned Fact Sheet View’ to display it when user launches the Fact
Sheet.

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 Fact Sheet

Related Content
http://help.sap.com
Fact Sheet
For more information, visit the Customer Relationship Management homepage

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 Fact Sheet

Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not
supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.
SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document,
and anyone using these methods does so at his/her own risk.
SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or
code sample, including any liability resulting from incompatibility between the content within this document and the materials and
services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this
document.

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